See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,191 | $226,064-68.1% | $182,532-60.5% | $152,861-52.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 27.41% | 192.51%-165.1pp | 148.54%-121.1pp | 345.32%-317.9pp |
| Employer contribution / active EE | $971 | $4,978-80.5% | $4,076-76.2% | $4,762-79.6% |
| Participant deferral / active EE | $3,527 | $6,368-44.6% | $5,524-36.2% | $5,850-39.7% |
| Admin fee / account holder | $3,294 | $10,703-69.2% | $8,592-61.7% | $11,596-71.6% |